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Bank of Stockton’s lululemon athletica LULU Stock Holding History

Bank of Stockton’s Portfolio LULU Stock Details LULU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$401K Sell
3,511
-123
-3% -$16.4K 0.11% 109
2026
Q1 		$556K Buy
3,634
+1,864
+105% +$334K 0.17% 89
2025
Q4 		$368K Buy
+1,770
New +$321K 0.11% 106

Other funds holding LULU

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Bank of Stockton's LULU Position: Q2 2026 in Review

Bank of Stockton reduced its lululemon athletica (LULU) stake by 3.4% in Q2 2026, selling an estimated $16.4K and leaving 3,511 shares worth $401K. The position accounts for 0.11% of the portfolio, ranked #109.

Bank of Stockton first reported a position in LULU in Q4 2025 and has held it in 3 quarters since. The position peaked at $556K in Q1 2026. 384 funds tracked by Wall St. Rank hold LULU as of Q2 2026.

  • Bank of Stockton held 3,511 shares of lululemon athletica worth $401K as of Q2 2026.
  • Bank of Stockton sold 123 lululemon athletica shares in Q2 2026, an estimated $16.4K.
  • lululemon athletica made up 0.11% of Bank of Stockton's portfolio in Q2 2026, its #109 holding.
  • Bank of Stockton first reported a position in lululemon athletica in Q4 2025 and has held it in 3 quarters since.
  • Bank of Stockton's lululemon athletica position peaked at $556K in Q1 2026.
  • 384 funds tracked by Wall St. Rank held lululemon athletica as of Q2 2026.

Based on Bank of Stockton's 13F filing for Q2 2026, filed 29 Jul 2026.